Salesforce Platform Reviews: 4.5/5 — Highly Rated

I can tag all my coworkers in a case so they have total visibility of projects I'm working on.

Sometimes it isn't easy to sync it up with other apps or solve how it works together.

The implemented platform has facilitated enhanced collaboration among project stakeholders, enabling seamless monitoring and oversight of progress to mitigate the possibility of omissions.

Very easy to use, when getting reporting and seeing new dashboards.

It can sometimes be slow to update when adding information.

Salesforce is solving the issue with keeing all leads in one place and opporuitnites all together. This saves so much time.

I use Salesforce daily, and the tasks help me prioritize and stay organized!

It is not often, but the integration between different platforms lags.

Salesforce is amazing because it helps me from overlooking important information or outreach. This has helped me complete my tasks in half the time!

In general the Saleforce is a CRM that basically has everything built into to it regarding a clients account and all its ins and outs. AIO you could say. The works.

Again its an AIOtype CRM but at the same time it can take some getting used to and to know how to navigate your way around. Might get lost at first if not for the help youll need.

Salesforce basically allows us to navigate with our everyday task and if we handle that clients account and need to make changes in SMS, Email and or phone verbal contact.

The best thing that I like the most about Salesforce is the user interface; it's actually self-explanatory and pretty straightforward and it can be integrated with your Outlook which makes my life easier in my day to day life

Sometimes, it's very slow and takes a lot of time to load a person's information.

Salesforce helps us find the user's contact details and help us understand how many people work for the same company.

It is tightly integrated into everything I use and helps me automate my day. Its easy to use and helps me get things done quickly.

At times it's hard to create new reports and keep track of specific items needed

it allows me to keep things in one place and also allows my leadership to get updates without having to book a call with me.

I really enjoy the ability to simply organize my leads and manage them through tasks.

Creating new flows for lead processing could be easier.

They keep track of all my leads using tasks. It keeps me from having to use sticky notes for everything.

Salesforce is very easy to use and I love how it integrates into DocuSign and Aviso for all of my forecasting and customer communication. It also provies strong reports

It will sometimes be slow and can have bugs at time. Our operations team is constanly working on salesforce to make it easier and more efficient to us in our day to day.

It solves a time and organization issue. It allows us to have a central source of truth for all of our use cases and keep customer communication clear while providing info to executives

easy to use and so powerful. lots of integrations and can support any use cases.

can be clunky if admins dont set it up properly. this isnt on Salesforce itself.

CRM for logging all sales activity, metrics, reporting, closing opportunities.

Simplifies the end to end customer management process. Makes it easy to see where in the process leads are dropping off and the in-app functionality for following up/automating simplifies that.

It takes a while to learn how to use it, and even then there is so much functionality that is not readily apparent. There's a ton of great training out there that solves this, but it's not intuitive without the training.

Helps consolidate all customer information in one place and makes it easy to reference all customer interactions. Makes the whole process more efficient and productive.

Salesforce simplifies our job by making it easier for us to search and research our business partners' information regarding strategies on how to position our offers and promotions.

Sometimes there's a lag time during the critical moment when we are talking to our business partners, and that can impact our business relations, some of our business partners are very busy, and any interruption can cause a loss of sales

Salesforce can give us all the details and information that we need, and we don't need to calculate loss hours or the percentages of time and sales in general. Everything is already calculated.

Salesforce platform is very useful tool for us to manage our workflows and deliver better results with this amazing tool. I like most about this tool is that it automate our processes and systems very effectively that helping us in many ways.

There is nothing to dislike about this awesome tool.

Salesforce platform is helping me in managing my data with utmost security. Also it is helping in providing the data that is personalized and optimize using AI.

There are tons of amazing dashboards and things you can build when using Salesforce. It really is very customizable for the needs and challenges of every company. You can build custom reports and processes that suit your company as a bespoke suit. Its also great that it has lots and lots of integrations.

It is sometimes too slow and you'll probably need one or two dedicated engineers to manage and develop reports, processes and workflows your company needs. Also, I don't consider it to be cheap.

Salesforce allows us to have real-time visibility of our customers, sales pipelines, work groups, departments, and financials. Its main benefit is that the platform is transversal and reaches almost every department of the company.

The best areas I like in the SFDC Platform are Apex, Visual Force, Aura Component and Lightning Web (LWC) Components, along with various cloud like Marketing Cloud, Sales Cloud and Service Cloud

Customizing the Salesforce platform might be a little challenge, and it may require advanced technical skills or the use of a consultant and also little expensive.

Salesforce is best cloud tool used for CRM with detailed field mapping capabilities from a customization and reporting standpoint to record, input, and extract data. We are benefiting using Aura LWC Components, Apex, Visualforce in SDFC

It helps to easily convert Leads to opportunities by monitoring it smoothly and can also view dashboards to see upcoming and pending follow ups.

Configuration and setup for processes is complex.

It helps to integrate data from multiple tools into one platform making life easy for the teams.

It's very robust, it allows us to organize all of our sales efforts as a team and stay on top of prospects.

Not much! If anything, there may be too many features.

Staying on top of all my prospects.

I only use Salesforce from the vantage of in-house legal counsel, so my use is relatively limited. However, I have never had any training on the platform and have been able to figure out how to use it anyhow - it is very intuitive. I am able to find the info I need easily and quickly.

This is probably more of an issue with my own organization's maintenance of the platform, but I have an issue with there being multiple accounts for the same customer. I wish there was a more seamless way of addressing issues like that.

For my own personal use case, I am able to look up particular customers and their pending orders in order to resolve legal issues. It is a great self-help tool for my use.

Best CRM platform for database management and task organization.

Its a lot to customize and optimize because of all the great options but well worth it

database management tool, tracking, creation of reports, provides analytics etc

I admire that I can solve customers' issues and raise their complaints to a higher tier so they can handle their cases better. I also like the features that allow me to track any problem.

Sometimes it goes down, especially when integrating with the 1VU tool, and sometimes I can't change the case to resolved after answering a customer's inquiry, but that rarely happens.

Salesforce is so essential in my company for answering any inquiries and tracking any issue from the beginning. I can say it significantly positively impacts the business as it keeps customers satisfied.

+ The ease of managing contacts, meetings, tasks, schedules + The ability to log emails to the salesforce account for record keeping + The ability to create opportunities, entires, and reports + The ability to track success across our organization.

Our management has expressed that in the past there were limitations in tying back the direct impact of our pitches on revenue, so in the past few quarters a new option was developed in Salesforce to track our pitches more precisely.

We use Salesforce at every core of our business operations, from client identification, email tracking, contact recording, revenue reporting, and pitch management.

The functionality available and flexibility. I came into the business and we spent a lot of time refining our lead and sales process. Using trailblazer is also a great tool

Not knowing of new updates and features early on and how difficult it can be to change everything once set up. There are some workflows you can't do which feel fairly basic

Having a central hub for everything. This includes reporting, the dashboards can be extremely powerful and we don't use excel anymore for any reporting purposes as everything can be done in salesforce

The order and organize side of Salesforce platform are very helpful. Also, the compatibility with other programs we use to support our customers has been very helpful.

Honestly, now that I have gotten used to the platform, it really isn't much. I didn't understand certain fields like the task and global actions, but that was the only issue.

Keeping the whole team organized and on top of assisting our customers promptly with any issue, which benefits them. This platform is conducive with keeping us on the same page.

By far and large, the greatest and most powerful CRM available. If you need simple functionality, it's easy to get up and running, but if you need the power, it's there. I tell my clients that I can accomplish anything they want, it's just a question of time and business needs. There aren't many platforms with that kind of capability. Additionally, Salesforce has continually invested in their product. From the start of my career until now, they have absolutely transformed.

The complexity can be daunting and there's a lot of gotchas. Having an on-site administrator is almost a necessity, and this isn't cheap (it's honestly the biggest difference between a successful adoption and users hating the product). Also their support is pretty terrible unless you want to spend a pretty penny on premium support, but there's a huge ocean of resources, documentation, forums, etc (perks of being one of the largest CRMs)

Supporting Sales and Support initiatives, Integrating with product, and automating processes

Salesforce helps me ease the process of managing my sales lead in one go itself. It does help me to go ahead and put all information in the system in one task and does help me out with managing my duties as well. It is a great CRM for all salesperson

As a salesperson, we might open up a lot of leads altogether for a better scope of understanding the day-to-day task, But Salesforce will tell us to go back to the main page by redoing every time rather than opening a lead on the next tab. This might help in reducing the efforts of sales person

It helps to get a complete application for salesperson, at one go, I get complete information of candidates I am tracing for sales targets. In Addition, it helps manage all the stages of leads; Salesforce is so user-friendly that it helps to align my prospects and payments.

We use Salesforce in our organization for managing our daily work schedules. Assigning task to team members using the cases. Also we are able to track our projects progress very easily with the Salesforce platform.

As such there is nothing to dislike about the Salesforce platform but the training is needed to first time user to access the Salesforce platform.

Salesforce platform helping me in tracking my work very easily using the cases assign for particular task. Also it's providing me a security by using its Salesforce authentication process.

What I like best about the Salesforce platform is it has many tools and features allowing me to do my work effectively and efficiently. It improves the quality of my sales by helping me with my marketing process , lead generation, lead profiling, etc. It also allows me to reach my customers easier so, letting me close the sale immediately.

I don't have anything to dislike about the Salesforce platform. It is already best suited to what I'm doing now. It makes my life at work more manageable by unifying all the tools needed for my sales process. It stores my customer's information on just one file, allows me to profile leads better, sends and tracks email marketing, etc. With such a platform, all the employees and I can achieve outstanding work.

Salesforce Platform solves a lot of sales blockers, but one of the fascinating things about it is that it allows us to see just one customer view regardless of our department. It lets us work trouble-free since almost all the information will be in one place, so we have much spare time to work on additional leads and get more sales.

What I love the most about Salesforce platform is making my tasks more easier and more accurate. I also love that all of the things that I am doing is being logged on Salesforce for my future referrence.

For me personally there is nothing that I don't like about Salesforce because it is very user-friendly and so easy to use. It is also simple that makes it more accurate and very helpful for all the users.

Salesforce platform can give me all the information that I need to know, especially if I am checking some information of my clients that makes it more easier for me to identify if I need to proceed or not with a certain tasks.

The Salesforce Platform lets you keep track of current and potentially new customers/clients; it has a HUGE variety of pre-existing tools and functionality you can easily download from the AppExchange. These Apps are downloaded directly into your Salesforce Platform and ready to go. You can create a Sandbox Environment, which is a clone of all your data in your Production Environment (the database where you do your day-to-day work). This Sandbox Environment allows you to test new tools and automation and enables your staff to practice in a place that doesn't affect your live day-to-day data. The things you can do in Salesforce is almost limitless, from creating new flows to automate tedious work, setup rules/requirements so your staff doesn't forget to enter mandatory information, to creating a step-by-step guide for your new staff to easily learn the ropes.

Of course, fantastic software doesn't come cheap. The Salesforce Platform can cover all your wants and needs and then some, but it comes with a price. Investing in the Salesforce Platform is a choice you'll need to consider carefully, as it is a Software as a Service (SaaS) platform built to stay in basically forever. Once you're in, you won't want to leave.

Keeping track of every client and their unique wants/needs can be very challenging. The Salesforce Platform enables you to set up friendly reminders to your staff about upcoming tasks and deadlines. Increased productivity is also seen using the Salesforce Platform since every staff member has their unique user interface (UI) once they sign in. Whether in Sales, Support, Management, or some other job title, the Salesforce Platform allows you to fine-tune each page for each staff member. The ability to filter sensitive information based on who is logging in is beneficial, as not everyone in the company should see sensitive information.

Ease of use, ability to store/edit valuable information for customers and opportunities.

It can be tough to browse, depending on how your organization has it set up.

Organizing and providing customers/prospects with value.

With Salesforce, it is not only extremely easy to keep track of individual deals, but also to keep track of the status of the companies involved, the contacts, and all the information related to the deal and everything that goes with it. Finally, collaboration with the entire sales team is extremely easy, as everyone can see what the current status is, but can only edit those things for which they have approval.

The loading times of the platform are often very frustrating - not only when retrieving individual opportunities, accounts, contacts and leads, but especially when creating and updating reports and especially dashboards. This is definitely something that needs to be worked on to significantly improve the user experience.

Before Salesforce, we used Excel or Google Sheets to capture the status of our sales processes and collaborate within them. However, the larger the amount of information, the more confusing this way of working became. Only with Salesforce are we able to maintain an overview at all times and no longer overlook any information.